Home›Industries›Financial Services

🏦 Financial Services FP&A

Real-time AUM analytics, regulatory reporting automation, and AI-powered FX consolidation — purpose-built for financial services finance teams.

Pain Points We Eliminate

✗AUM and portfolio P&L tracked in 12 spreadsheets with no real-time consolidated view
✗Manual FINRA, SEC, and CFTC regulatory filings consuming weeks of analyst time every quarter
✗FX exposure and multi-currency P&L calculated manually — errors compound at month-end

What We Deliver for Financial Services

✓Automated FINRA/SEC/CFTC regulatory filing automation
✓Real-time AUM and fee revenue tracking across all portfolios
✓Multi-currency P&L with automated FX normalization
✓Risk limit monitoring and early warning dashboards
✓Trade P&L and attribution reporting
✓Intercompany elimination and consolidation automation

🏦

FP&A Intelligence

Financial Services

75%

Faster Regulatory Filing

99.9%

Audit Accuracy

3×

Faster Reports

AI Activity — Real-Time

AI forecast updated — variance analysis ready2m

⚠ Budget variance detected — +$42K OpEx8m

Board report auto-generated & ready to send1h

Choose Your Path

How Does Your Financial Services Team Want to Work?

Both paths are purpose-built for Financial Services — choose the approach that best fits your team today.

📊 Excel-Enhanced FP&A

I Want to Stay in Excel
& Fill the Gaps

Keep every formula and model. Add AI automation, consolidation from 200+ sources, version control, and live dashboards — zero disruption to how you work today.